Institutional Ownership Invesco ETF Tr Ii N Y Amt Fre (PZT)
This table provides information about the institutional ownership of Invesco ETF Tr Ii N Y Amt Fre (PZT). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 2.9 Million shares, which have been reported (via 13F filing form) to have a value of $61.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
655,429
shares
|
$13.8 Million
0.02% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
342,794
shares
|
$7.24 Million
0.13% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
211,232
shares
|
$4.46 Million
0.22% of portfolio
|
Q1 2025
Added 40.58%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
208,935
shares
|
$4.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
205,224
shares
|
$4.33 Million
2.22% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
167,307
shares
|
$3.53 Million
0.0% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
115,933
shares
|
$2.45 Million
1.41% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
98,412
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
86,759
shares
|
$1.83 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
76,370
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
76,088
shares
|
$1.61 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
59,873
shares
|
$1.26 Million
1.09% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
55,270
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 30.44%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
48,141
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
37,578
shares
|
$793,271
0.0% of portfolio
|
Q1 2025
Added 21.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
37,190
shares
|
$785,080
0.01% of portfolio
|
Q1 2025
Added 36.83%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
36,114
shares
|
$762,366
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
30,998
shares
|
$654,367
0.0% of portfolio
|
Q4 2024
Reduced 29.08%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
30,611
shares
|
$646,198
0.0% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
30,452
shares
|
$642,841
0.0% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
29,534
shares
|
$623,462
0.42% of portfolio
|
Q1 2024
New holding
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
29,390
shares
|
$620,422
0.63% of portfolio
|
Q1 2024
Added 2.87%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
21,050
shares
|
$444,365
0.12% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
20,852
shares
|
$440,185
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
20,760
shares
|
$438,243
0.24% of portfolio
|
Q4 2024
Added 26.76%
|